Adin Cole Ward

4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-01-07

Branch Locations

4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Gs Wealth Management	Dallas	TX	05/2024	Present
Berthel, Fisher & Company Financial Services, Inc.	Dallas	TX	05/2024	Present
Opes One- Guardian Life	Addison	TX	11/2023	05/2024
Ascent 5 Inc.	Dallas	TX	10/2023	11/2023
Legacy Acquisitions	Plano	TX	10/2023	10/2023
Specs Family Partners	College Station	TX	11/2022	07/2023
Levelup Relocating	College Station	TX	09/2020	04/2023
Student	College Station	TX	08/2014	05/2021
Bfc Planning, Inc.	Dallas	TX	01/2025	Present

05/2024 → Present

Gs Wealth Management

Dallas, TX
05/2024 → Present

Berthel, Fisher & Company Financial Services, Inc.

Dallas, TX
11/2023 → 05/2024

Opes One- Guardian Life

Addison, TX
10/2023 → 11/2023

Ascent 5 Inc.

Dallas, TX
10/2023 → 10/2023

Legacy Acquisitions

Plano, TX
11/2022 → 07/2023

Specs Family Partners

College Station, TX
09/2020 → 04/2023

Levelup Relocating

College Station, TX
08/2014 → 05/2021

Student

College Station, TX
01/2025 → Present

Bfc Planning, Inc.

Dallas, TX

GS Wealth Management- Y- Dallas, TX- Wealth management- Financial Advisor- 05/2024- 160- 160- Advise clients on investments.

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-12-20

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